Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$398K Buy
2024
Q3
$357K Sell
2024
Q2
$416K Sell
2024
Q1
$545K Sell
2023
Q4
$624K Sell
2023
Q3
$648K Sell
2023
Q2
$632K Sell
2023
Q1
$521K Buy
2022
Q4
$380K Sell
2022
Q3
$384 Sell
2022
Q2
$406K Sell
2022
Q1
$549K Buy